Small Business Essentials
$119.80 Original price was: $119.80.$89.95Current price is: $89.95.
The complete Microsoft 365 toolkit for small business owners, freelancers & teams — manage tasks, budgets, and projects with ease.
- 5-in-1 bundle: OneNote, Outlook, MS Lists & Excel templates to organize work, money, and goals.
- Run your business smarter: manage clients, projects, and budgets all within Microsoft 365.
- Includes: Second Brain, Kanban Task Board, Budget Planner, Habit Tracker, Bills Calendar & more.
- Fully compatible: works with Microsoft 365 on desktop, web & mobile.
- Get 5 proven business tools for one low bundle price.
Trusted by entrepreneurs and small teams worldwide to streamline workflows, save time, and boost productivity.
- Instant Download - Easy Install - Fully Customisable
Instant Download
Get instant access with our digital downloads. As soon as your purchase is complete, you'll receive an email with your download link, invoice, and everything you need to get started — no waiting required.
Easy to Install
All our templates are easy to install on Windows and Mac, with seamless syncing across all devices supported by Microsoft OneNote — including PCs, laptops, iPhones, iPads, and Android devices.
Fully Customizable
Our templates are fully customizable, letting you tailor every page, section, and element to suit your workflow — whether you're managing tasks, projects, or notes.
All Prices in USD
All prices listed are in US dollars (USD), regardless of your location or billing country.
Small Business Essentials — Microsoft 365 Toolkit for Productivity & Growth
Organize, plan, and grow your business with 9 professional Microsoft 365 templates designed for entrepreneurs, teams, and small business owners who want to work smarter, not harder.
What’s included
- Second Brain for OneNote — Capture ideas, notes, and projects in one connected system using the PARA method.
- Kanban Task Board for OneNote — Manage to-do’s, clients, and projects visually with drag-and-drop task views.
- Simple Budget Planner for Excel — Track income, expenses, and profitability with ease.
- Habit Tracker for Excel — Build consistency in business and personal habits.
- Bills Calendar for Excel — Never miss a payment or due date again — track bills and invoices clearly.
Why small business owners love it
- ✅ Built for Microsoft 365 — everything syncs seamlessly between OneNote, Excel, and Outlook.
- ✅ Simplifies project management, budgeting, and task tracking.
- ✅ Ideal for freelancers, solopreneurs, consultants & growing teams.
- ✅ Fast setup — ready-to-use templates with step-by-step guides.
Perfect for anyone who wears many hats — this bundle helps you stay on top of operations, clients, and finances effortlessly.
What customers say
The Second Brain template alone is worth it. I finally have my ideas, notes, and projects in one place.
Running my small agency is so much easier now. The Kanban Board keeps all our client work organized.
The Excel Budget and Bills templates helped me get full visibility on our cash flow. Huge time-saver.
Everything connects — OneNote for planning, Excel for finance, Outlook for tasks. It just works together beautifully.
I use it every day to manage clients, projects, and my personal goals. Microsoft 365 finally feels complete.
The templates are so professional and easy to adapt. Perfect for small teams like ours.
I track tasks in OneNote and finances in Excel — everything feels integrated and organized.
Before this, I used 5 different apps. Now it’s all within Microsoft 365 — simple, efficient, and no extra costs.
The Bills Calendar is genius. I can plan payments and budget with zero stress.
These templates brought order to my chaos. I’m saving hours every week.
It’s like having a digital assistant built inside Microsoft 365. Highly recommended.
The perfect toolkit for small business owners who want simplicity and control.
Wish I’d found this earlier! It’s replaced 3 separate productivity apps for me.
- AI
- AI Prompt
- All-Access
- Budget
- Business
- Chatbot
- Customer
- Dashboard
- Documents
- Education
- Employee
- Environment
- Events
- Family
- FAQ
- Feedback
- Finance
- Goals
- Handbook
- Home
- Ideas
- Initiatives
- Insight
- Knowledge Base
- Learning
- Legal
- Manuals
- Office
- Organization
- Performance
- Personal
- Planning
- Policies
- PowerPack
- Productivity
- Projects
- Review
- SOP
- Statistics
- Support
- Tasks
- Teacher
- Teams
- Work
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- Collaborate with partners on shared projects easily
- Streamline support using built-in FAQ and messaging
- Customize per partner without starting from scratch
Get 30 proven Copilot prompts designed to supercharge your automation inside Microsoft 365.
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- Covers workflow automation, email handling, task management, reporting, and approvals.
- No guesswork — just copy, paste, and run inside Copilot.
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- Covers daily planning, email, meetings, task tracking, productivity, and knowledge workflows.
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Unlock your full potential — with less friction and more focus.
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- Structure your goals with proven development frameworks
- Track your progress over time with outcome-based templates
- Access your growth plan anywhere with OneNote sync
- Use it for career, personal, or skills-based development
- Reflect, adapt, and evolve continuously — all in one place
Make travel planning effortless. Stress less & enjoy more.
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- All-in-one place to plan, pack, and prepare
- Customizable for solo, family, or group travel
- Use on any device with OneNote
- Keep documents, notes & itineraries together
- Get organized early and travel with confidence
Get Things Done — right inside OneNote. Capture, organise and review with a clear weekly rhythm.
- GTD in OneNote: Inboxes, Projects, Next Actions, and a Weekly Review that sticks.
- Structured yet flexible: Brain dump & triggers, project pages, and “This Week” focus.
- Fast setup: One-click notebook + quick-start guide — be productive in minutes.
- Works where you work: OneNote on Windows, Mac & Web — great with Teams/SharePoint.
Perfect for personal and professional life — students, freelancers, and busy teams in Microsoft 365.
Join thousands of OneNote users who’ve built consistent weekly planning habits with GTD.
Be more organized. Keep every contact close at hand.
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- Search contacts instantly — by name, email, phone or notes
- Color-coded layouts for faster scanning
- No new apps — use inside OneNote
- Sort and group with A-Z index tabs
- Flexible layouts that match your needs
Empower collaboration. Simplify execution.
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- Everything in one place — wiki, projects, docs & tasks
- Templates for every key workflow from meetings to retrospectives
- Fast onboarding with intuitive layouts
- Improves team visibility and alignment
- Secure, searchable & fully integrated with Microsoft 365
Take control of your family’s information. Stay prepared and organized.
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- All-in-one family dashboard — know where everything is
- Be emergency ready — from medical history to contacts
- Perfect for travel, school, caregiving & estate planning
- Private & secure — powered by Microsoft OneNote
- No subscription needed — lifetime value
Boost productivity. Simplify collaboration.
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- Capture tasks, notes & info instantly — no context switching
- Organize everything by PARA — Projects, Areas, Resources, Archive
- Get more done — shared workspaces drive team clarity
- Keep knowledge accessible — from onboarding to SOPs
- Work from anywhere — synced and secure inside OneNote
Be more productive. Save time & master AI.
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- Master ChatGPT with structured use cases and tutorials.
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- Track, log, and organize your ChatGPT ideas across projects.
- Save hours with reusable formats for every role and tone.
- Compatible with all devices — desktop, tablet & mobile.



















ChatGPT
OneNote
MS Project
MS Forms
MS Lists
Outlook
Excel
Bonus
Copilot
MS Teams
Power BI